• Connecting Microsoft Power BI Public Preview to Microsoft Dynamics CRM Online

      Colin Maitland, 10 April 2015

      In this blog I will briefly describe how to connect your Microsoft Dynamics CRM Online Organisation to the new Microsoft Power BI Portal Public Preview in order to be able to access, create and use dashboards and reports similar to the following Sales Manager (Dynamics CRM) dashboard.     To compl

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    • Power BI Microsoft Dynamics CRM 2013 – Part 17

      Colin Maitland, 16 December 2014

      In my previous blog in this series I have demonstrated how to reorder the columns in the Account, Contact and Opportunity ODataSets downloaded to Microsoft Excel 2013 from a Microsoft Dynamics CRM Online Organisation. In this blog I will demonstrate how to rename the columns. This is the final ste

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    • Power BI Microsoft Dynamics CRM 2013 – Part 16

      Colin Maitland, 10 December 2014

      In my previous blogs in this series I have demonstrated how to connect Microsoft Excel 2013 Professional Plus to a Microsoft Dynamics CRM Online Organisation, download Account, Contact and Opportunity ODataSets and update those ODataSets using Power Query so that they are ready to be used for develo

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    • Power BI Microsoft Dynamics CRM 2013 – Part 15

      Colin Maitland, 03 December 2014

      In my previous blog I demonstrated how to transform DateTime columns, from the Microsoft Dynamics CRM Online Organisation ODataSets loaded into Microsoft Excel, into Date columns and Year columns. There is however a step to be completed prior to that if you want the DateTime values to be converted f

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    • Power BI Microsoft Dynamics CRM 2013 – Part 14

      Colin Maitland, 27 November 2014

      In this blog on this series on using the Power BI tools in Microsoft Excel to analyse and report on information retrieved from a Microsoft Dynamics CRM Online Organisation I will demonstrate how to transform Date/Time columns in the ODataSets. In my previous blog I demonstrated how to transform the

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    • Power BI Microsoft Dynamics CRM 2013 – Part 13

      Colin Maitland, 23 November 2014

      This blog is Part 13, in a series on creating reports using PowerBI tools such as PowerPivot, Power View and Power Map in Microsoft Excel for a Microsoft Dynamics CRM Online Organisation. The emphasis in this series so far has mostly been on preparing the oDataSet queries. These are important founda

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    • Access Microsoft Dynamics CRM Quick View Form Attributes Using JavaScript

      Colin Maitland, 16 November 2014

      I recently wanted to use a Quick View form on a Main form to access attribute values from the related parent entity instead of using an asynchronous RetrieveMultiple statement. In this blog I will demonstrate how to do this using an example of accessing attribute values that are then used to filter

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    • Power BI Microsoft Dynamics CRM 2013 – Part 12

      Colin Maitland, 12 November 2014

      This blog is Part 12, in a series on creating reports using PowerBI tools such as PowerPivot, Power View and Power Map in Microsoft Excel for a Microsoft Dynamics CRM Online Organisation. In this blog and the next I will demonstrate how to transform the Option Set column Values into their correspo

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    • Power BI Microsoft Dynamics CRM 2013 – Part 11

      Colin Maitland, 09 November 2014

      In my previous blog, of this series on using Power BI with Microsoft Dynamics CRM Online, I demonstrated how to reduce the number of rows in a Microsoft Dynamics CRM Online ODataSet using the Power Query Editor. In this blog I will demonstrate how to now apply sorting. The options sorting allow yo

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    • Power BI Microsoft Dynamics CRM 2013 – Part 10

      Colin Maitland, 05 November 2014

      In this series of blogs on using Power BI tools in Microsoft Excel to work with ODataSets downloaded form a Microsoft Dynamics CRM Online Organisation, I have so far demonstrated how to connect to the Microsoft Dynamics CRM Online Organisation; select one or more ODataSets, such as AccountSet, Conta

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    • Power BI Microsoft Dynamics CRM 2013 – Part 9

      Colin Maitland, 04 November 2014

      As a part of this series on creating Power BI reports for a Microsoft Dynamics CRM Online Organisation, I demonstrated in my previous blog how to expand the opportunity_customer_accounts relationship column in AccountSet. After being expanded however, an error occurred when the updated AccountSet wa

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    • Power BI Microsoft Dynamics CRM 2013 – Part 8

      Colin Maitland, 03 November 2014

      In my previous blog in this series on Power BI and Microsoft Dynamics CRM 2013, I demonstrated how to expand Option Set, Lookup and Money columns in the Power Query Editor. In this blog I will demonstrate how to expand Parent/Child relationship columns using the opportunity_customer_acocunts re

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    • Power BI Microsoft Dynamics CRM 2013 – Part 7

      Colin Maitland, 02 November 2014

      In this series of blogs I am providing a simple overview of how to connect Microsoft Excel to a Microsoft Dynamics CRM Online Organisation and how to use some of the Power BI tools in Microsoft Excel.  In my previous blog I demonstrated how to use the Power Query Editor in Microsoft Excel

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    • Power BI Microsoft Dynamics CRM 2013 – Part 6

      Colin Maitland, 22 October 2014

      In this blog I will demonstrate how to reduce the number of columns in the Microsoft Dynamics CRM Online AccountSet, ContactSet and OpportunitySet OData Sets previously loaded into the Data Model in Microsoft Excel. This is an important initial step in the preparation of the OData Set queries for us

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    • Power BI Microsoft Dynamics CRM 2013 – Part 5

      Colin Maitland, 21 October 2014

      In this series of blogs I am providing a simple overview of how to connect Microsoft Excel to a Microsoft Dynamics CRM Online Organisation and how to use some of the Power BI tools in Microsoft Excel, such as Power Query, Power View, PowerPivot and Power Map, to create some nice looking, interactive

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